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Barry Investment Advisors’s Dow Inc DOW Stock Holding History

Barry Investment Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-169,034
Closed -$9.79M – 120
2024
Q1 		$9.79M Sell
169,034
-4,106
-2% -$227K 3.26% 8
2023
Q4 		$9.5M Sell
173,140
-1,960
-1% -$100K 3.21% 9
2023
Q3 		$9.03M Sell
175,100
-1,699
-1% -$91.2K 3.25% 8
2023
Q2 		$9.42M Sell
176,799
-3,014
-2% -$160K 3.18% 9
2023
Q1 		$9.86M Buy
179,813
+3,848
+2% +$216K 3.23% 8
2022
Q4 		$8.87M Buy
175,965
+22,314
+15% +$1.09M 2.8% 10
2022
Q3 		$6.75M Buy
153,651
+13,550
+10% +$687K 2.31% 17
2022
Q2 		$7.23M Buy
+140,101
New +$8.97M 2.17% 18

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State Street
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JP Morgan Chase
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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return